Business Services

Travel & Personal/Professional Services Forms...

Some of these SOU forms are developed with the Omniform software product and can be filled in and completed after downloading them to your computer. 

Please read the directions below for downloading and saving the forms, and then click on a form name to start the download.  You can also see the helpful hints below on using these Omniforms. 

Click on the "PDF version" link if you prefer to print the blank form using Acrobat Reader.  These are "Fillable PDF's" meaning you can type information into the form for printing only.  They will not allow you to save a copy of the completed form unless your PC has a copy of Adobe Professional installed.

• Airfare Reimbursement Form
• Local Travel Mileage Expense Reimbursement Form                    Local Mileage - Guidelines & Instructions
  • Form for mileage requests always <=100 miles
  • Form for mileage only reimbursements, but where daily travel may exceed 100 miles
• Travel Expense Report Form
• Travel Exception Form (Omniform version)                                   (PDF version)
• Travel Card - U.S. Bank Corporate Card Application
• International Travel Preapproval For (Omniform version)              (PDF version)

• Personal/Professional Services: Short Form Contract
• Personal/Professional Services: Long Form Contract
• Personal/Professional Services: Contract Guidelines

• Federal W9 Form: Request for Taxpayer Identification Number and Certification (PDF)
  (Must be completed by all new vendors)

If you have questions, please e-mail Steve Larvick or call 552-6594.

Directions...

1. To download the form - click the form you wish to download (note: if a "File Download" box appears, click "Save this program to disk," and click the OK button).  In the "Save As" dialog box, choose the location for the form.
2. To open the form - open Windows Explorer and browse to the location of the downloaded form then double click the form name.
3. To save the form - select File/Save As (note: you can save what you've entered at any time while you are filling out the Omniform).  Change the form name so you will recognize it next time you need it and then click the Save button.
4. To print the form - select File/Print, choose your printer, and then click the OK button.

Helpful Hints...

1. The [Tab] key not the [Enter] key moves the cursor through the form, or you can use the mouse to click into individual fields.
2. Pressing Shift[Tab] will move the cursor backward through the fields. Be careful: when moving through the fields, don't type over any highlighted text in fields that have already been filled.
3. To navigate through the pages of a multipage form, you have two choices: (a) Press the [Tab] key in the last filed on a page, or (b) click any of the page numbers appearing in the lower right-hand corner of the form.
4. Caution: When you first save a form, avoid using the "diskette" icon on the tool bar since this will automatically save the form to a temp directory. You should use the File/Save As option and store the form in a more logical location. These forms can be opened, modified, and printed later by double clicking on the form's icon in Windows Explorer. As with all good file management practices, you should remain aware of the location of your saved files. For SOU network users, try saving your forms into a newly created F:\E-forms directory.
5. Helpful text is displayed on the status bar at the bottom of each form and is specific to the field you are positioned on.
6. The yellow highlighting on the fields can be turned off and on by clicking the yellow light bulb icon on the tool bar. This allows you to print a black and white copy of the form.
7. Wrapping within text boxes works as you might expect, but there is a limited amount of space allotted for e ach field. In some cases you can continue typing beyond the space that is displayed on the form, but the text font will automatically get smaller in order to fit the space. 
8. Forms with fields that have too little space for the information you need to include can be submitted with addendums, which you create in a word processing program. Be sure to reference the form, page, and item.